Schopenhauer Capital

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Sector Small Cap

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Twitter Update

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Schopenhauer Capital

$jakk great to finally see some institutions picking up on jakks with Divisadero Street Capital reporting 5.4% ownership Anyone knows the firm well?

April 28, 2023, 9:59 p.m.

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Schopenhauer Capital

Retweeted post by @PJB

PJB

$JAKK reported solid results in its seasonally weak quarter with revenue/EBITDA $107.5M/($1.1M) vs. the Street (only a few estimates) at $100.3M/($6.4M). (Note - I see 2 different Street revenue estimates so the above Street revenue may be incorrect). Gross margin was 29.2%, a…

April 27, 2023, 11:15 p.m.

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Schopenhauer Capital

Retweeted post by @Andrew Wilkinson

Andrew Wilkinson

I started my company 16 years, 3 months, and 5 days ago. Today, it went public. But let's rewind for a second... 5,939 days ago, I was a barista at a small cafe called @2percentJazz2, in Victoria, Canada. I made $6.50 an hour. Two guys, Chris and Jeff, started coming into…

April 21, 2023, 3:05 p.m.

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Schopenhauer Capital

Here you can also find (only in Italian) the reasons why it was presented in the agenda

March 30, 2023, 8:50 a.m.

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Schopenhauer Capital

Great to see $RCS.MI has included the authorization to buyback shares for the upcoming shareholder meeting agenda. As it trades at a little more than 2x ebitda, it would be a very welcome use of cash!

March 30, 2023, 8:50 a.m.

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Schopenhauer Capital

Retweeted post by @Mikro Kap David

Mikro Kap David

210K digital subscriptions for Gazzetta (it had 138K at the end of Q3) Most widely read newspaper in Italy. Rose from 6th to 3rd place in terms of daily copies sold. Insanse brand, insane numbers. Happy to hold a massive position in this one

March 21, 2023, 12:55 p.m.

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Schopenhauer Capital

Correction: tax impact won’t be as good as not paying any cash taxes. It will have an impact and still a positive but not as drastic as I thought.

March 10, 2023, 10:16 p.m.

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Schopenhauer Capital

..Jakk’s won’t pay cash taxes for a while.. and with debt close to zero, interests will also be at zero.. so even normalizing ebitda at 50m (in 22 it was 76m), you have a lot of cash generation.. Enterprise value is currently at 140m…

March 10, 2023, 2:58 p.m.

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Schopenhauer Capital

Reaction to $jakk earnings make very little sense to me… they had guided for 80m in rev and made 131m..debt is now at 30m (having it further reduced by 38m) and cash at 40m. In 2022, they generated 86m in cash flow (76m FCF). There’s a new 52m in deferred tax assets that means

March 10, 2023, 2:58 p.m.

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Schopenhauer Capital

$RCS.MI Cairo commented that he is happy about 2022 earnings (March 21) and moderately optimist on advertising revenues for 2023. He also said he is very much looking around for some deals Market will take notice some day...

March 8, 2023, 2:19 p.m.

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Schopenhauer Capital

Retweeted post by @Eric Jackson

Eric Jackson

If you actually made it a requirement that you had to dig into your own pocket and buy $500k or $1M in stock to serve on the board, you'd eliminate 99.9% of current directors and probably increase the effectiveness of boards 10,000%

Feb. 1, 2023, 11:52 a.m.

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Schopenhauer Capital

Retweeted post by @Jeremy Giffon

Jeremy Giffon

Tiny announced its IPO with a near $1 billion valuation. I was the first employee. Here’s what I learned:

Jan. 26, 2023, 9:21 p.m.

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Schopenhauer Capital

Retweeted post by @Andrew Wilkinson

Andrew Wilkinson

Huge news 📰 Insanely excited to announce that Tiny is going public via a merger with WeCommerce. Details here:

Jan. 23, 2023, 1:52 p.m.

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Schopenhauer Capital

Replying to @Brown

@BrownMarubozu @PaulBieber @benbakhshi No specific insights sadly.

Brown

@PaulBieber @benbakhshi I hadn’t thanks for pointing it out. @SchopenhauerCap do you have any insights?

Jan. 11, 2023, 12:39 p.m.

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Schopenhauer Capital

$jakk interesting: jakk’s has options from today…

Jan. 5, 2023, 4:37 p.m.

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Schopenhauer Capital

$jakk Interesting.. Snapchat now lets you virtually try on and buy (Disguise) Halloween costumes directly within its app https://t.co/GuslNW6kw3 $jakk jakk’s pacific owns Disguise

Oct. 12, 2022, 11:25 a.m.

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